ZIMP
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Zimmermann Investment Management & Planning’s State Street Technology Select Sector SPDR ETF XLK Stock Holding History

Zimmermann Investment Management & Planning’s Portfolio XLK Stock Details XLK Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2024
Q4 		– Sell
-2,214
Closed -$250K – 138
2024
Q3 		$250K Buy
2,214
+72
+3% +$7.9K 0.08% 127
2024
Q2 		$242K Buy
2,142
+64
+3% +$6.74K 0.08% 118
2024
Q1 		$216K Sell
2,078
-146
-7% -$14.8K 0.08% 126
2023
Q4 		$214K Buy
+2,224
New +$198K 0.09% 115

Other funds holding XLK

Koshinski Asset Management
Koshinski Asset Management Decatur, Illinois $1.6B AUM 20.7% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
CM
Churchill Management Los Angeles, California $9.21B AUM 19.91% 1-Year Est. Return

Zimmermann Investment Management & Planning's XLK Position: Q4 2024 in Review

Zimmermann Investment Management & Planning sold out of State Street Technology Select Sector SPDR ETF (XLK) in Q4 2024, closing a stake of 2,214 shares — an estimated $250K sold.

Zimmermann Investment Management & Planning first reported a position in XLK in Q4 2023 and held it in 4 quarters. The position peaked at $250K in Q3 2024. 2,194 funds tracked by Wall St. Rank hold XLK as of Q4 2024.

  • Zimmermann Investment Management & Planning reported no remaining State Street Technology Select Sector SPDR ETF position as of Q4 2024 after selling out during the quarter.
  • Zimmermann Investment Management & Planning sold 2,214 State Street Technology Select Sector SPDR ETF shares in Q4 2024, an estimated $250K.
  • Zimmermann Investment Management & Planning first reported a position in State Street Technology Select Sector SPDR ETF in Q4 2023 and held it in 4 quarters.
  • Zimmermann Investment Management & Planning's State Street Technology Select Sector SPDR ETF position peaked at $250K in Q3 2024.
  • 2,194 funds tracked by Wall St. Rank held State Street Technology Select Sector SPDR ETF as of Q4 2024.

Based on Zimmermann Investment Management & Planning's 13F filing for Q4 2024, filed 23 Jan 2025.